Apr 2022 – Feb 2024 · 1 yr 10 mos · Mumbai, Maharashtra, India

• We are building a digital platform that offers wealth management and investment advisory for new India. Bringing domain expertise from the house of Kotak, the platform is a one-stop shop that provides holistic and curated investment across equities, bonds, mutual funds, among other. Moving beyond the ultra-rich, we are using technology to expand access to wealth management and advisory to everyone, irrespective of their risk appetite, investing experience or age.
• I’m excited to lead an energetic team, comprising of new talent and Kotak natives, with the ambition of making Kotak Cherry a leading digital investment platform in the fintech space. Together, we are building and adapting to the investment needs of new India.
• I am an ally and member of the Diversity committee at Kotak Group.

Oct 2020 – Jul 2022 · 1 yr 9 mos · Mumbai, MH, India

• As CEO of Investment Advisory practice at KIAL, my role comprised of Investment Advisory, Product Solutions and Digital Advisory. Apart from traditional investments such as Fixed Income, Equity, Real Estate, etc., we are also advisors for emerging areas such ESG, Factor investing and technology enabled sectors.
• I led a high-performing business that is recognized for its industry-first initiatives like Factor Investing, Multi asset AIF, ESG scoring for portfolios among others.
• I also supervised a USD 400 million fund that invests in multiple asset classes; a USD 300mn fund that invests in Pre IPO opportunities and another fund to invest in direct equities using fundamental and factor analysis.
• I was also supervising the wealth franchises in overseas locations like New York, London, Dubai and Singapore.
• I have been a member of the working committee group on PMS Regulations constituted by SEBI

Jun 2019 – Oct 2020 · 1 yr 4 mos

• Part of the Management committee at Kotak Wealth and led the western region for sales. Additionally I also over saw the product and investment advisory desk and the offshore wealth management practice.

Aug 2017 – Jun 2019 · 1 yr 10 mos

• Responsible for growing the HNI desk, strategy and offshore wealth management practice

Aug 2012 – Aug 2017 · 5 yrs

• Along with business and P&L responsibilities for the north region, supervised the offshore wealth management practice

Aug 2008 – Aug 2012 · 4 yrs

• Lead the product and Research Group from all asset classes ranging from equity to fixed income, real estate and overseas investments

Jun 2001 – Aug 2008 · 7 yrs 2 mos · New Delhi & Mumbai

• Started as management trainee and worked across divisions including corporate agency, NRI vertical, finally culminating into bancassurance.